VisionPoint Advisory Group
SCHG icon

VisionPoint Advisory Group’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

VisionPoint Advisory Group’s Portfolio SCHG Stock Details SCHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$546K Buy
15,204
+227
+2% +$7.96K 0.09% 225
2026
Q2 		$507K Buy
14,977
+4,434
+42% +$147K 0.08% 257
2026
Q1 		$307K Buy
10,543
+404
+4% +$12.6K 0.06% 331
2025
Q4 		$331K Sell
10,139
-190
-2% -$6.18K 0.06% 282
2025
Q3 		$330K Sell
10,329
-13
-0.1% -$396 0.07% 283
2025
Q2 		$302K Buy
10,342
+779
+8% +$20.6K 0.07% 270
2025
Q1 		$239K Buy
9,563
+5,072
+113% +$139K 0.08% 184
2024
Q4 		$125K Buy
4,491
+287
+7% +$7.85K 0.04% 219
2024
Q3 		$109K Buy
4,204
+1,360
+48% +$34.2K 0.04% 217
2024
Q2 		$71.7K Buy
2,844
+2,532
+812% +$59.7K 0.03% 236
2024
Q1 		$7.23K Buy
312
+292
+1,460% +$6.46K ﹤0.01% 493
2023
Q4 		$415 Buy
+20
New +$387 ﹤0.01% 687

Other funds holding SCHG

Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
McAdam LLC
McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return
Thrive Wealth Management
Thrive Wealth Management Audubon, Pennsylvania $805M AUM 17.78% 1-Year Est. Return
Focus Financial Network
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
Marquette Asset Management
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
Gemmer Asset Management
Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return
Legacy Financial Strategies
Legacy Financial Strategies Overland Park, Kansas $615M AUM 17.73% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Charles Schwab Trust
Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return

VisionPoint Advisory Group's SCHG Position: Q3 2026 in Review

VisionPoint Advisory Group increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 1.5% in Q3 2026, buying an estimated $7.96K and bringing the position to 15,204 shares worth $546K. The position accounts for 0.09% of the portfolio, ranked #225.

VisionPoint Advisory Group first reported a position in SCHG in Q4 2023 and has held it in 12 quarters since. 548 funds tracked by Wall St. Rank hold SCHG as of Q3 2026.

  • VisionPoint Advisory Group held 15,204 shares of Schwab US Large-Cap Growth ETF worth $546K as of Q3 2026.
  • VisionPoint Advisory Group bought 227 Schwab US Large-Cap Growth ETF shares in Q3 2026, an estimated $7.96K.
  • Schwab US Large-Cap Growth ETF made up 0.09% of VisionPoint Advisory Group's portfolio in Q3 2026, its #225 holding.
  • VisionPoint Advisory Group first reported a position in Schwab US Large-Cap Growth ETF in Q4 2023 and has held it in 12 quarters since.
  • 548 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.